Portafoglio modello in fondi : Prudente
Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Sistema Anima Europa A 10% Franklin Diversified Dynamic N Acc EUR 8% Amundi Abs Ret Global Opp Bond E2 EUR C 8% SISF US Large Cap A Acc USD 5% Carmignac Pf Flexible Bond A EUR Acc 15% Eurizon Obbl Euro Breve Ter A EUR Acc 15% DNCA Invest Eurose B EUR 3% Carmignac Court Terme A EUR Acc 5% Invesco Euro Ultra-Short Term Debt E Acc 5% Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Sistema Anima Europa A 10% Franklin Diversified Dynamic N Acc EUR 8% Carmignac Pf Flexible Bond A EUR Acc 15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
Eurizon Obbl Euro Breve Ter A EUR Acc1,043,764,515,28Notation au 30/04/2025 : 62 / 10006/05/25
Carmignac Pf Flexible Bond A EUR Acc2,915,7412,7717,70Notation au 30/04/2025 : 80 / 10006/05/25
Carmignac Patrimoine E EUR Acc2,914,7210,6914,37Notation au 30/04/2025 : 63 / 10006/05/25
Invesco Global Flex Bond E Acc EUR-5,630,709,937,53Notation au 30/04/2025 : 74 / 10007/05/25
Sistema Anima Europa A6,504,3521,9557,73Notation au 30/04/2025 : 54 / 10006/05/25
Franklin Diversified Dynamic N Acc EUR-4,811,738,3938,89Notation au 30/04/2025 : 59 / 10007/05/25
Amundi Abs Ret Global Opp Bond E2 EUR C0,642,11-1,02-4,78Notation au 30/04/2025 : 12 / 10007/05/25
SISF US Large Cap A Acc USD-9,206,4735,86105,89Notation au 30/04/2025 : 84 / 10007/05/25
Invesco Euro Ultra-Short Term Debt E Acc0,923,407,356,61Notation au 30/04/2025 : 47 / 10007/05/25
Carmignac Court Terme A EUR Acc0,802,937,826,66Notation au 30/04/2025 : 72 / 10006/05/25
DNCA Invest Eurose B EUR4,565,6514,7731,21Notation au 30/04/2025 : 81 / 10006/05/25
Monetari
Obbligazioni
Bilanciati
Azioni
5%
55%
25%
15%
Asset Allocation ?
Rischio del portafoglio ?
1 2 3 4 5 6 7
 PesoAsset class
 
5,0Liquidità
 
20,0Obblig. euro breve term.
 
23,0Obblig. Euro all maturit.
 
12,0Obblig. Globale
 
10,0Az. Europa
 
5,0Az. USA
 
17,0Flessibili prudenti
 
8,0Flessibili dinamici



venerdì 9 maggio 2025
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